WealthTouch was acquired in November 2014 by Archway Technology, which was subsequently acquired by SEI. At the time of its acquisition, WealthTouch was the largest provider of multi-asset, multi-custodial consolidated wealth reporting globally. The firm, and its founders Richard Higgins & Carl Knecht, were true pioneers in setting the standard for innovation for not only data management but inspired data visualizations, elevating and amplifying the investor-advisor relationship with objective, actionable oversight for better, faster, smarter decision making.
Founded exclusively to serve ultra-high net worth families and their trusted advisors, WealthTouch's reporting and services delivered clarity, control and peace of mind to some of the largest and most complex family investment portfolios in the world. The company transformed complex, multi-faceted financial data in ultra-high net worth portfolios into clear, concise portfolio reporting across all asset classes, custodians and currencies to create an unbiased and independent view of the client’s complete wealth picture.
From its inception, the firm was rooted in the family-office tradition of premium service and absolute confidentiality - blending the science of proven processes and technology with artful intuition of people who understand the unique reporting challenges of the ultra-high net worth.
In a world where a lack of transparency and overspending are the greatest risks to the preservation of a family’s wealth, WealthTouch was the global standard for portfolio reporting and expense management for over a decade.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 1245 East Colfax Avenue, Denver,co 80218,united States
- Phone
- (617) 308-9233
- cp****@****uch.com
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- wealthtouch.com
- Keywords
- Multi-Asset Data Aggregation, Consolidated Investment Reporting, Portfolio Performance & Analytics Reporting, Outsourced Bill Pay, General Ledger Reporting, Data Visualization, Client Portal, Alternative Asset Tracking, Reconciliation, Partnership Accounting.
- HQ
- Denver, CO
Wealthtouch, Inc. Questions
Wealthtouch, Inc.'s helpline number is (617) 308-9233
Wealthtouch, Inc.'s website is wealthtouch.com
Wealthtouch, Inc.'s LinkedIn profile is https://www.linkedin.com/company/wealthtouch-inc.
Wealthtouch, Inc. has
2 employees.
View email and phone details for 2
employees at Wealthtouch, Inc..
Wealthtouch, Inc.'s industry is
Software Development
Wealthtouch, Inc.'s top competitors are
Choice Hotels International,
Iron Gate Capital,
Vesta,
Bastiat Partners,
Cheddar Up,
Logicmonitor,
Fabcon,
Sequoia Financial Group,
Gold Medal Waters,
Pacific Current Group.
Wealthtouch, Inc.'s support email address is cpearson@wealthtouch.com
Wealthtouch, Inc.'s categories are Software Development
Wealthtouch, Inc.'s founding year is 2001
